MWA Financial Services
26yrs
Top 11% by experience at MWA Financial Services
28yrs
Based in Wales, Wisconsin, Patrick Schultz is a financial advisor with 28 years of industry experience. Patrick has been with Edward Jones since 2003. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
At a glance
Experience28 years (since 1999)
How that compares ?Top 8% by experience at Edward Jones
Office200 W Summit Ave Suite 200, Wales, WI 53183
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2003 – nowEdward JonesCurrent firm
Contact Patrick
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Patrick. 200 W Summit Ave Suite 200Wales, WI 53183Office · Get directions
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Edward Jones at (314) 515-2000 and ask for Patrick Schultz. Patrick works from the Wales, WI office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1999, about 28 years. Top 8% by experience at Edward Jones.
What licenses does Patrick hold?
Series 63. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Patrick paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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